SIC

SJS Investment Consulting Portfolio holdings

AUM $731M
1-Year Est. Return 12.87%
This Quarter Est. Return
1 Year Est. Return
+12.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398M
AUM Growth
+$128K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,668
New
Increased
Reduced
Closed

Top Buys

1
+$9.62M
2
+$4.7M
3
+$1.32M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$694K
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$685K

Top Sells

1
+$1.66M
2
+$1.56M
3
+$1.43M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.3M
5
ARHS icon
Arhaus
ARHS
+$357K

Sector Composition

1 Consumer Staples 6.17%
2 Technology 4.52%
3 Healthcare 3.51%
4 Consumer Discretionary 1.77%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1.22K ﹤0.01%
15
852
$1.21K ﹤0.01%
16
+3
853
$1.21K ﹤0.01%
25
+2
854
$1.2K ﹤0.01%
16
+3
855
$1.2K ﹤0.01%
22
+5
856
$1.19K ﹤0.01%
6
+2
857
$1.18K ﹤0.01%
20
-1
858
$1.18K ﹤0.01%
13
+3
859
$1.17K ﹤0.01%
18
860
$1.17K ﹤0.01%
+58
861
$1.17K ﹤0.01%
43
+3
862
$1.16K ﹤0.01%
28
+9
863
$1.16K ﹤0.01%
11
+3
864
$1.16K ﹤0.01%
10
-26
865
$1.16K ﹤0.01%
17
-1
866
$1.16K ﹤0.01%
22
+4
867
$1.16K ﹤0.01%
59
+8
868
$1.15K ﹤0.01%
20
+2
869
$1.15K ﹤0.01%
29
+1
870
$1.15K ﹤0.01%
13
+1
871
$1.15K ﹤0.01%
20
+1
872
$1.15K ﹤0.01%
22
-4
873
$1.15K ﹤0.01%
8
+1
874
$1.15K ﹤0.01%
47
875
$1.15K ﹤0.01%
11
+1
33 34
35
36 37